Magnolia Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
3,071
+554
| +22% | +$65.4K | 0.09% | 179 |
|
|
2025
Q1 | $307K | Sell |
2,517
-35
| -1% | -$4.27K | 0.08% | 188 |
|
|
2024
Q4 | $275K | Buy |
+2,552
| New | +$275K | 0.07% | 200 |
|
|
2024
Q2 | – | Sell |
-4,583
| Closed | -$450K | – | 131 |
|
|
2024
Q1 | $450K | Buy |
+4,583
| New | +$450K | 0.38% | 66 |
|
|
2022
Q2 | – | Sell |
-2,831
| Closed | -$316K | – | 139 |
|
|
2022
Q1 | $316K | Hold |
2,831
| – | – | 0.12% | 131 |
|
|
2021
Q4 | $297K | Sell |
2,831
-1
| -0% | -$105 | 0.09% | 155 |
|
|
2021
Q3 | $276K | Buy |
+2,832
| New | +$276K | 0.1% | 147 |
|